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Brian Scott Sommers
Directeur en chef des Investissements chez
HBK Sorce Advisory LLC
Profil
Mr. Brian S.
Sommers, CFA MBA, is a Principal & Chief Investment Officer at HBK Sorce Advisory LLC.
He oversees the firm’s investment management processes for a distinguished group of nearly 30 investment advisory representatives.
He chairs the Investment Policy Committee of the firm and is instrumental in the identification, evaluation and recommendation of the investments that make up HBK’s portfolios.
He brings HBKS clients the expertise of more than 20 years managing a wide range of portfolios for both high net worth individuals and institutional clients.
His community involvement includes serving on the board of the Boulder Crest Retreat for Wounded Warriors.
Prior to joining HBKS in May 2014, Mr. Sommers ran the outsourced CIO service for Fusion Investment Group, where he developed the asset allocation strategies and performed manager due-diligence for three wealth management firms.
He also managed Fusion’s Equity Enhanced Income product, which combines individual stock portfolios with covered call writing.
Prior to his work at Fusion, he was the Chief Investment Officer at McKinley Carter Wealth Services, where he oversaw the formulation of investment strategies and the selection of investments for individual and institutional clients.
He is also Director of Investments by Kanawha Investment & Trust Co. Over his career, he has managed an impressive array of investments, including Taft-Hartley plans and endowments, and plans for foundations, corporations, individuals and public entities.
He has held positions in investment consulting and client service for both institutional and high net worth clients.
He holds an MBA from the University of Pittsburgh’s Katz Graduate School of Business, has earned the Chartered Financial Analyst designation and is a member of the CFA Institute and CFA Society of Pittsburgh.
Postes actifs de Brian Scott Sommers
| Sociétés | Poste | Début |
|---|---|---|
HBK Sorce Advisory LLC
 HBK Sorce Advisory LLC Investment ManagersFinance HBKS’ investment philosophy is based on the belief that diversifying their clients’ portfolios across many asset classes over time and through market cycles offers the best opportunity to achieve long-term wealth objectives. The firm utilizes sophisticated optimization and allocation models to create portfolios that consistently deliver quality after-fee, after-tax return for a given level of risk – or conversely, achieve a reduced level of risk for a specified, anticipated rate of return. | Directeur en chef des Investissements | 01/05/2014 |
Anciens postes connus de Brian Scott Sommers
| Sociétés | Poste | Fin |
|---|---|---|
Kanawha Investment & Trust Co.
 Kanawha Investment & Trust Co. Investment ManagersFinance To minimize clients' vulnerability to market whims, Kanawha diversifies their clients' stock portfolios across numerous stocks and economic sectors. They blend different categories of promising investments in a single portfolio. Equity portfolios hold a blend of growth and value stocks as well as a combination of large- and mid-sized companies. Kanawha focuses on large and medium-sized companies with sound growth potential that sell at a reasonable cost. On average, these companies tend to have low debt, above average dividends, strong earnings and a history of declining less in down markets than average stocks. To guard against interest rate and credit risk, Kanawha believes in laddered bond portfolios with bonds of grade 'A' or better and actively manages bond holdings to maximize growth as well as income potential. | Director of Investments | 31/12/2007 |
Fusion Investment Group LLC
 Fusion Investment Group LLC Investment ManagersFinance Fusion Investment Group (FIG) provides direct advice and discretionary investment management services to qualified clients and institutions through their Private Access Program. This includes Global Fusion Tactical Equity, Global Fusion Core Equity, Fusion Enhanced Equity Income, Global Fusion Total Return, Fusion Short Term Government Bonds, as well as several custom strategies. Global Fusion Tactical Equity is an actively managed equity strategy based on a market-weighted allocation process. The benchmarks are the MSCI All Country World Index and HFRX Equity Hedge. Global Fusion Core Equity is a fully invested version of the Tactical Equity and is an actively managed equity strategy based on a market-weighted allocation process. The benchmark is the MSCI All Country World Index and MSCI World Index. Fusion Enhanced Equity Income is an actively managed equity strategy that utilizes covered-call writing to enhance the current income. The benchmarks are the CBOE Buywrite Monthly Index and the S&P 500 Index. Global Fusion Total Return is an actively managed tactical fixed income strategy based on a market weighted allocation process. The benchmarks are the Barclays Global Aggregate Index and Barclays Aggregate Bond Index. Fusion Short Term Government Bond is an actively managed short-term fixed income strategy that invests in high quality, investment grade U.S. Government bonds, agencies and municipal securities. The benchmarks are the Barclays 1-3 Yr U.S. Treasury Index and Barclays Short Treasury 3-6 Month Index. FIG provides investment supervisor services to Global Fusion Partners LP, a private investment fund; however the fund is closed and is no longer accepting new investors. The fund has liquidated all of its investments and has reinvested the proceeds into a concentrated investment into Fusion Management Group LLC. | Gestionnaire de Portefeuille-Actions | - |
McKinley Carter Wealth Services, Inc.
 McKinley Carter Wealth Services, Inc. Investment ManagersFinance MCWS relies primarily on a combination of fundamental and technical methods of analysis. They utilizes fully diversified investment strategies that are comprised of a combination of individual stocks, exchange traded funds, and mutual funds (open-end and closed-end). The strategies are constructed in a way that balances risk with potential return and are structured for long-term capital appreciation. | Directeur en chef des Investissements | - |
MDL Advisers, Inc.
 MDL Advisers, Inc. Investment ManagersFinance MDL views fixed-income securities as a comparatively conservative asset class. The firm attempts to capitalize fully on the upside during upside periods, but seeks to have a risk profile similar to the appropriate Lehman benchmark over a full investment cycle. Their basic objective is to first, seek to produce consistent, positive returns over a full market cycle and second, to add value to an unmanaged universe of securities. They define expected returns in terms of this unmanaged universe (typically the Lehman Brothers U.S. Aggregate index). | Head-Equity Investments | 30/10/2007 |
Formation de Brian Scott Sommers
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
HBK Sorce Advisory LLC
HBK Sorce Advisory LLC Investment ManagersFinance HBKS’ investment philosophy is based on the belief that diversifying their clients’ portfolios across many asset classes over time and through market cycles offers the best opportunity to achieve long-term wealth objectives. The firm utilizes sophisticated optimization and allocation models to create portfolios that consistently deliver quality after-fee, after-tax return for a given level of risk – or conversely, achieve a reduced level of risk for a specified, anticipated rate of return. | Finance |
Kanawha Investment & Trust Co.
Kanawha Investment & Trust Co. Investment ManagersFinance To minimize clients' vulnerability to market whims, Kanawha diversifies their clients' stock portfolios across numerous stocks and economic sectors. They blend different categories of promising investments in a single portfolio. Equity portfolios hold a blend of growth and value stocks as well as a combination of large- and mid-sized companies. Kanawha focuses on large and medium-sized companies with sound growth potential that sell at a reasonable cost. On average, these companies tend to have low debt, above average dividends, strong earnings and a history of declining less in down markets than average stocks. To guard against interest rate and credit risk, Kanawha believes in laddered bond portfolios with bonds of grade 'A' or better and actively manages bond holdings to maximize growth as well as income potential. | Finance |
MDL Advisers, Inc.
MDL Advisers, Inc. Investment ManagersFinance MDL views fixed-income securities as a comparatively conservative asset class. The firm attempts to capitalize fully on the upside during upside periods, but seeks to have a risk profile similar to the appropriate Lehman benchmark over a full investment cycle. Their basic objective is to first, seek to produce consistent, positive returns over a full market cycle and second, to add value to an unmanaged universe of securities. They define expected returns in terms of this unmanaged universe (typically the Lehman Brothers U.S. Aggregate index). | Finance |
University of Pittsburgh
 University of Pittsburgh Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Indiana University of Pennsylvania
 Indiana University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
McKinley Carter Wealth Services, Inc.
McKinley Carter Wealth Services, Inc. Investment ManagersFinance MCWS relies primarily on a combination of fundamental and technical methods of analysis. They utilizes fully diversified investment strategies that are comprised of a combination of individual stocks, exchange traded funds, and mutual funds (open-end and closed-end). The strategies are constructed in a way that balances risk with potential return and are structured for long-term capital appreciation. | Finance |
Fusion Investment Group LLC
Fusion Investment Group LLC Investment ManagersFinance Fusion Investment Group (FIG) provides direct advice and discretionary investment management services to qualified clients and institutions through their Private Access Program. This includes Global Fusion Tactical Equity, Global Fusion Core Equity, Fusion Enhanced Equity Income, Global Fusion Total Return, Fusion Short Term Government Bonds, as well as several custom strategies. Global Fusion Tactical Equity is an actively managed equity strategy based on a market-weighted allocation process. The benchmarks are the MSCI All Country World Index and HFRX Equity Hedge. Global Fusion Core Equity is a fully invested version of the Tactical Equity and is an actively managed equity strategy based on a market-weighted allocation process. The benchmark is the MSCI All Country World Index and MSCI World Index. Fusion Enhanced Equity Income is an actively managed equity strategy that utilizes covered-call writing to enhance the current income. The benchmarks are the CBOE Buywrite Monthly Index and the S&P 500 Index. Global Fusion Total Return is an actively managed tactical fixed income strategy based on a market weighted allocation process. The benchmarks are the Barclays Global Aggregate Index and Barclays Aggregate Bond Index. Fusion Short Term Government Bond is an actively managed short-term fixed income strategy that invests in high quality, investment grade U.S. Government bonds, agencies and municipal securities. The benchmarks are the Barclays 1-3 Yr U.S. Treasury Index and Barclays Short Treasury 3-6 Month Index. FIG provides investment supervisor services to Global Fusion Partners LP, a private investment fund; however the fund is closed and is no longer accepting new investors. The fund has liquidated all of its investments and has reinvested the proceeds into a concentrated investment into Fusion Management Group LLC. | Finance |
